$305.0K Total AUM
$305.0K Disc. AUM
-- 3Y CAGR
4 Employees
5 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
1510 E. 840 N. Orem UT
About Sandlot Private Wealth LLC
Sandlot Private Wealth LLC is a Orem-based RIA. The firm has been operating for 0 years. Managing $305.0K in total assets under management, with 3 advisory representatives.
Team overview
-- AVG AGE
$101.7K AVG AUM / ADVISOR
$61.0K AVG AUM / CLIENT
0.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KURT HENDERSON
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 1 of 1 owners & executives
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Alex Stephen Knowles
--
- CRD
- #7880138
Available
Available
Available
D
DALLAS MESSENGER
--
- CRD
- #7864996
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,047 | $14,526 |
| Non-Discretionary | $0 | -- |
| Total | $305,047 | $14,526 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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